Yes, I believe they are. They're reluctant to do so in a very public way, but I believe they are doing so in a more private way, where they can try to get their point across.
As noted, billions of dollars are being impacted just in the automotive industry, and with time, these costs will start to take their toll on an already difficult situation. If I look at vehicle production levels in North America today compared to before COVID, we're down about 10% to 15%, and that has nothing to do with tariffs. That was other factors impacting vehicle production levels. When you layer onto that the enormous cost of the tariffs, we're seeing an enormous amount of supplier distress in the U.S.
It's an opportunity, frankly, for us to take over work from those companies or even potentially acquire them, which we've recently done. That kind of distress, when it builds up in the industry, does start to take its toll on the overall production, because you need every piece to make that car. If somebody goes down and you can't retool quickly, it's a problem.